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Waldron Private Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Waldron Private Wealth LLC
报告期 2026-03-31 · CIK 0001598180
持仓数
342
前50大市值合计
$2.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 25
增持 85
减持 34
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$43.9M
898,377
+2920%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$23.9M
197,040
+449%
建仓
—
DESKTOP METAL INC COM CL A
+$22.2M
4,489,596
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$21.2M
665,487
+0%
增持
VTV
VANGUARD VALUE INDEX FUND
+$20.4M
865,188
+10%
增持
VUG
VANGUARD GROWTH INDEX FUND
+$18.4M
287,973
+13%
建仓
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
+$17.6M
349,607
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$15.5M
205,089
+186%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$13.6M
878,023
+3%
减持
CPB
CAMPBELL SOUP CO COM
-$12.8M
536,629
-38%
减持
AAPL
APPLE INC COM
+$8.1M
233,213
-1%
增持
SPY
SPDR S&P 500 ETF
+$6.5M
124,434
+1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$4.8M
45,124
+1485%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$4.6M
547,219
-0%
减持
MSFT
MICROSOFT CORP COM
+$4.6M
86,099
-0%
增持
IVV
ISHARES CORE S&P 500 ETF
+$3.4M
51,024
+5%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$3.0M
704,299
+8%
增持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
+$2.9M
201,910
+24%
增持
EFA
ISHARES MSCI EAFE ETF
+$2.8M
245,431
+16%
增持
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
+$2.6M
209,044
+2%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$2.2M
241,897
+22%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$2.1M
66,253
+98%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$1.9M
98,932
-6%
增持
OEF
ISHARES S&P 100 ETF
+$1.9M
9,945
+613%
增持
IJH
ISHARES S&P MIDCAP FUND
+$1.8M
76,694
+1%
增持
QCOM
QUALCOMM INC COM
+$1.8M
32,765
+0%
增持
NVDA
NVIDIA CORPORATION COM
+$1.8M
18,009
+5%
增持
REET
ISHARES GLOBAL REIT ETF
+$1.6M
320,578
+7%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$1.4M
175,708
+0%
增持
MCD
MCDONALDS CORP COM
+$1.3M
14,294
+38%
增持
TSLA
TESLA INC COM
+$1.3M
3,534
+13%
增持
AMZN
AMAZON COM INC COM
+$1.3M
6,281
+5%
建仓
AA
ALCOA CORP COM
+$1.2M
20,908
减持
UNH
UNITEDHEALTH GROUP INC COM
+$1.2M
10,603
-0%
减持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
+$1.2M
251,479
-2%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$1.2M
9,101
建仓
LAD
LITHIA MTRS INC COM
+$1.2M
3,881
增持
FDX
FEDEX CORP COM
+$1.1M
6,292
+186%
建仓
TRGP
TARGA RES CORP COM
+$1.1M
21,576
增持
CSCO
CISCO SYS INC COM
+$1.1M
123,876
+0%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$1.1M
16,593
+107%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.1M
4,712
+0%
增持
CAT
CATERPILLAR INC COM
+$1.1M
8,859
+125%
增持
EQT
EQT CORP COM
+$1.1M
83,196
+130%
建仓
TMUS
T-MOBILE US INC COM
+$1.1M
9,230
增持
—
ACTIVISION BLIZZARD INC COM
+$1.0M
20,596
+382%
增持
IJR
ISHARES S&P SMALL-CAP FUND
+$1.0M
35,446
+27%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$1.0M
11,250
+270%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$1.0M
40,398
+0%
建仓
GM
GENERAL MTRS CO COM
+$1.0M
17,244
增持
ZTS
ZOETIS INC CL A
+$1.0M
20,214
+0%
减持
ACWI
ISHARES MSCI ACWI INDEX FUND
+$1.0M
184,527
-0%
建仓
COF
CAPITAL ONE FINL CORP COM
+$993.0K
6,845
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$986.0K
45,752
-2%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$965.0K
83,641
-3%
建仓
SBNY
SIGNATURE BK NEW YORK N Y COM
+$954.0K
2,951
减持
HD
HOME DEPOT INC COM
+$916.0K
10,581
-0%
增持
PFE
PFIZER INC COM
+$900.0K
55,607
+0%
减持
VOO
VANGUARD S&P 500 ETF
+$897.0K
34,091
-4%
建仓
HAL
HALLIBURTON CO COM
+$876.0K
38,333
增持
DELL
DELL TECHNOLOGIES INC CL C
+$845.0K
19,637
+690%
增持
DIS
DISNEY WALT CO COM
+$841.0K
22,987
+43%
增持
CRM
SALESFORCE COM INC COM
+$835.0K
8,102
+80%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$822.0K
167,784
-6%
增持
LULU
LULULEMON ATHLETICA INC COM
+$822.0K
2,820
+306%
减持
PYPL
PAYPAL HLDGS INC COM
-$800.0K
10,922
-1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$795.0K
8,264
+0%
增持
ABBV
ABBVIE INC COM
+$777.0K
27,946
+0%
增持
SLB
SCHLUMBERGER LTD COM STK
+$773.0K
42,854
+148%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$772.0K
27,830
+88%
减持
MDY
SPDR S&P MIDCAP 400 ETF
+$766.0K
64,923
-5%
减持
PG
PROCTER AND GAMBLE CO COM
+$752.0K
32,238
-0%
增持
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
+$742.0K
304,493
+2%
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-$733.0K
165,952
-12%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$706.0K
3,182
-0%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$686.0K
43,229
-32%
建仓
—
PIONEER NAT RES CO COM
+$649.0K
3,561
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX
-$628.0K
126,416
-4%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$621.0K
57,698
+3%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
+$569.0K
10,386
+153%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$563.0K
12,579
-18%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$553.0K
92,594
+17%
减持
CMCSA
COMCAST CORP NEW CL A
-$550.0K
77,819
-3%
增持
ABT
ABBOTT LABS COM
+$549.0K
21,091
+3%
增持
LOW
LOWES COS INC COM
+$546.0K
9,711
+0%
增持
BX
BLACKSTONE INC COM
+$540.0K
40,052
+0%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC COM
+$528.0K
5,978
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$528.0K
462,141
+4%
增持
XRT
SPDR S&P RETAIL ETF
+$510.0K
36,809
+18%
增持
PEP
PEPSICO INC COM
+$494.0K
19,870
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$449.0K
22,515
+0%
增持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
+$446.0K
49,064
+19%
增持
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
+$444.0K
50,585
+3%
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$429.0K
4,932
建仓
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$419.0K
3,860
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$417.0K
3,267
+6%
增持
COP
CONOCOPHILLIPS COM
+$415.0K
37,037
+11%
减持
LLY
LILLY ELI & CO COM
+$406.0K
9,101
-0%
增持
JNJ
JOHNSON & JOHNSON COM
+$400.0K
38,625
+0%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$364.0K
18,743
+18%
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$364.0K
8,326
+18%
增持
KO
COCA COLA CO COM
+$356.0K
55,252
+0%
减持
RPM
RPM INTL INC COM
+$353.0K
15,682
-1%
减持
PANW
PALO ALTO NETWORKS INC COM
+$351.0K
5,696
-3%
减持
VB
VANGUARD SMALL-CAP INDEX FUND
-$333.0K
20,668
-10%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$327.0K
11,926
+24%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$326.0K
11,447
+18%
增持
NSC
NORFOLK SOUTHN CORP COM
+$316.0K
5,134
+1%
增持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$313.0K
30,217
+18%
增持
SYK
STRYKER CORPORATION COM
+$311.0K
78,825
+0%
建仓
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$305.0K
3,588
减持
HON
HONEYWELL INTL INC COM
-$305.0K
17,474
-6%
增持
CVX
CHEVRON CORP NEW COM
+$300.0K
17,644
+1%
增持
RBLX
ROBLOX CORP CL A
+$299.0K
7,862
+16%
增持
IWX
ISHARES RUSSELL TOP 200 VALUE ETF
+$297.0K
19,577
+20%
清仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$268.0K
0
-100%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$267.0K
9,885
+2%
增持
UNP
UNION PAC CORP COM
+$262.0K
4,201
+3%
清仓
SQ
SQUARE INC CL A
-$255.0K
0
-100%
增持
AMGN
AMGEN INC COM
+$253.0K
17,792
+1%
建仓
ARKW
ARK NEXT GENERATION INTERNET ETF
+$250.0K
2,030
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$248.0K
3,850
-33%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$243.0K
6,130
+4%
增持
NKE
NIKE INC CL B
+$238.0K
9,818
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$236.0K
1,930
+1%
增持
QQQ
INVESCO QQQ TRUST
+$230.0K
2,049
+25%
清仓
FITB
FIFTH THIRD BANCORP COM
-$225.0K
0
-100%
建仓
MCK
MCKESSON CORP COM
+$224.0K
903
建仓
PCAR
PACCAR INC COM
+$224.0K
2,500
清仓
ARKF
ARK FINTECH INNOVATION ETF
-$223.0K
0
-100%
减持
PGR
PROGRESSIVE CORP COM
+$222.0K
20,818
-2%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$222.0K
5,271
+1%
减持
META
META PLATFORMS INC CL A
-$222.0K
26,980
-2%
增持
VO
VANGUARD MID-CAP INDEX FUND
+$221.0K
7,206
+6%
建仓
COIN
COINBASE GLOBAL INC COM CL A
+$217.0K
863
增持
CVS
CVS HEALTH CORP COM
+$216.0K
10,971
+2%
建仓
HPQ
HP INC COM
+$215.0K
5,671
减持
WM
WASTE MGMT INC DEL COM
+$213.0K
12,202
-0%
减持
AME
AMETEK INC COM
+$213.0K
9,372
-0%
建仓
DVN
DEVON ENERGY CORP NEW COM
+$210.0K
4,790
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$210.0K
131,518
+2%
建仓
GLW
CORNING INC COM
+$208.0K
5,603
建仓
—
LIBERTY MEDIA CORP DEL COM SER C FRMLA
+$207.0K
3,282
清仓
—
FLEETCOR TECHNOLOGIES INC COM
-$206.0K
0
-100%
减持
T
AT&T INC COM
-$205.0K
53,821
-5%
清仓
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
-$204.0K
0
-100%
建仓
EXPE
EXPEDIA GROUP INC COM NEW
+$201.0K
1,113
增持
MRK
MERCK & CO INC COM
+$201.0K
33,052
+6%
减持
MSA
MSA SAFETY INC COM
+$189.0K
54,682
-1%
增持
INTU
INTUIT COM
+$183.0K
1,581
+2%
